BUSINESS ADVISORY SERVICES

Beyond the preparation of financial statements lies the essence of your business operation. As your trusted financial advisor in Hockessin, we can interpret your financial statements and let you know where your business stands. Business advisory services and analysis of your business metrics tell the story of where your business is headed. The development of key performance indicators ("KPIs") will enable you to consistently measure your progress toward your business goals. Let us sit down with you and translate your financial statements as your dedicated business advisor. 

Many small businesses do not have the size to require or afford a full-time Chief Financial Officer. That's where we come in as your business advisor, providing the expertise of a seasoned financial advisor for only a fraction of the time and cost. We offer business advisory services that are efficient and effective, working beside you to help advance your enterprise. 

Whether you are starting your first business endeavor or expanding on a new venture, we can assist in determining the optimal type of entity to create as well as forming the entity with the State and other appropriate governing bodies. Forming your organization, registering for business licensing, and developing operating agreements are all critical aspects of creating a new business entity.

As your financial advisor, we can help you evaluate capital financing structures for your business - whether they be in the form of traditional bank financing or more customized equity arrangements with investors, we can model your business, evaluate the core metrics and measure the inherent value in order to negotiate the best financing arrangement for you.